|
26
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$370K
|
-$4.24K
|
-114
|
-1%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$350K
|
+$2.97K
|
+80
|
+0.8%
|
|
|
28
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$327K
|
+$2.97K
|
+80
|
+0.9%
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$325K
|
–
|
–
|
–
|
|
|
30
|
Retirement Planning Group (New York)
Malta,
New York
|
$273K
|
-$9.62K
|
-259
|
-3%
|
|
|
31
|
Good Life Advisors
Reading,
Pennsylvania
|
$251K
|
-$36.2K
|
-973
|
-12%
|
|
|
32
|
Atria Wealth Solutions
New York
|
$235K
|
-$4.64K
|
-125
|
-2%
|
|
|
33
|
Private Trust Company
Cleveland,
Ohio
|
$231K
|
+$63.8K
|
+1,718
|
+38%
|
|
|
34
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$230K
|
+$25.1K
|
+675
|
+12%
|
|
|
35
|
Comerica Bank
Dallas,
Texas
|
$215K
|
+$123K
|
+3,316
|
+132%
|
|
|
36
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$212K
|
+$11.9K
|
+321
|
+6%
|
|
|
37
|
United Capital Financial Advisors
Irving,
Texas
|
$201K
|
+$202K
|
+5,448
|
New
|
|
|
38
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$130K
|
+$131K
|
+3,534
|
New
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$111K
|
-$40.4K
|
-1,088
|
-26%
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88K
|
+$89K
|
+2,394
|
New
|
|
|
41
|
|
$76.3K
|
+$2.9K
|
+78
|
+4%
|
|
|
42
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$13.6K
|
+$13.7K
|
+368
|
New
|
|
|
43
|
Principal Securities
Des Moines,
Iowa
|
$11.3K
|
–
|
–
|
–
|
|
|
44
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.28K
|
+$9.36K
|
+252
|
New
|
|
|
45
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.31K
|
+$74
|
+2
|
+2%
|
|
|
46
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$1.48M
|
-40,051
|
Closed
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
–
|
-$866K
|
-23,480
|
Closed
|
|
|
48
|
Avaii Wealth Management
Appleton,
Wisconsin
|
–
|
-$558K
|
-15,132
|
Closed
|
|
|
49
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$502K
|
-13,619
|
Closed
|
|
|
50
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$300K
|
-8,127
|
Closed
|
|
